SCHWAB REPORT: SELF-DIRECTED 401(k) ... Allocation Trends. ... On average, participants held 12.5 positions in their SDBAs at the end of Q1 2022, ...

The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

Self-directed 401(k) balances jump in Q1, with Apple stock a top participant pick: Schwab. SDBAs, which allow participants to invest their retirement savings in stocks and bonds, mutual funds and ...

Schwab Report: Year-End 2020 Self-Directed 401(k) Balances Up 13% Year-Over-Year Despite Ongoing Volatility and Q1 Market Lows March 02, 2021 09:00 AM Eastern Standard Time ...

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, according to Charles Schwab’s latest ...

The sessions do often lead to retirement saving action by participants, according to data collected by Schwab. One of the top actions participants took after a session and a 1:1 engagement was ...

According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), the ...

According to its SDBA Indicators Report, Schwab said the second quarter ended with an average account balance of $285,616, a 3.3% increase year-over-year and a 13% increase from the first quarter.